Looking for a job

Mary Pudota

@marypudota

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Experienced in client relations, banking ops, & SaaS with 9 yrs track record.

India

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What I'm looking for

I'm seeking a role that allows me to leverage my expertise in client relationship management, banking operations, and SaaS to drive meaningful impact and contribute to the success of the organization. I'm particularly interested in opportunities that offer challenges, growth potential, and the chance to collaborate with talented teams. A dynamic environment where innovation is encouraged.

I'm a seasoned professional with nearly 9 years of expertise in client relationship management, banking operations, and SaaS. I excel in fostering robust client relationships, driving strategic partnerships, and ensuring regulatory compliance. Proficient in wealth management, international markets, KYC compliance, and strategic portfolio analysis, I'm dedicated to delivering excellence and achieving results. My track record includes numerous accolades such as Best Customer Service Award and Star Performer recognition, reflecting my commitment to excellence and productivity. With a passion for continuous growth and a proven ability to exceed expectations, I bring a unique blend of skills and achievements that set me apart.

Experience

Work history, roles, and key accomplishments

Current

Client Specialist

Current

Valuefy Solutions

Nov 2021 - Present (3 years 7 months)

Dynamic professional with a solid track record of nearly 9 years in client relationship management, financial product sales, portfolio oversight, financial planning expertise, upselling & renewal, customer success, and account management.

Client Relationship Management Financial Products Financial Planning Upselling Customer Success Wealth Management B2B SaaS Jira Freshdesk Portfolio Management Cloud Data Services

Client Data Specialist

Jp Morgan Chase and Co

Mar 2022 - Nov 2022 (8 months)

Dynamic professional with expertise in KYC compliance, document analysis, risk assessment, enhanced CDD, quality control, team collaboration, KYC instruction leadership, technological innovation, audit support, and process improvement.

KYC Risk Assessment Quality Control Team Collaboration Innovation Audit Process Improvement KYC AML Processes Retail Banking

Electronic KYC Analyst Quality Checker

HSBC INDIA PVT LTD.

Expert in quality checks, AML investigation, risk management, documentation & compliance vigilance, process optimization & reporting, and operational excellence & data integrity.

Quality Control AML Investigations Risk Management Compliance Reporting Process Optimization Operational Excellence

Process Associate

GENPACT

May 2015 - Jun 2016 (1 year 1 month)

Handled billing integrity, efficient invoicing, deadline adherence, financial compliance, customer resolution, financial closing support, organized record-keeping, and currency accuracy.

Billing Invoicing Financial Compliance Customer Solutions Financial Accuracy